Just as an Olympic skier wants to set themselves up for a race downhill, we want to prepare our clients for large downward moves in the market. A skier must consider all of the factors and “risks” that are going against them in a race, such as the wind, winding turns, and the mountain’s conditions [...]

While investors were treated to new all-time highs in the S&P 500 once again in the third quarter, tricks were still present, enough to wipe out most of the gains in the market by quarter end. Here are some of the things that we saw spook the market: 1) Corporate Earnings Concern [...]

The year 2020 and “unprecedented” have gone hand in hand for the past year now, and with good reason. The entire world has had to deal with new obstacles and challenges in every aspect of daily life. This contributed to the major disparity between main street and wall street [...]

Netflix has another mega hit on its hands with the recent release of The Queen’s Gambit, which is now the streaming service’s most-watched scripted limited series to date with 62 million views in the first month. The show follows chess prodigy Beth Harman on her journey to become the world’s best chess player. [...]

The year 2020 has been anything but normal and most everyone will be happy to see it go. Now we are 2 short months away from 2021 and the stage is set to resolve some of the year’s biggest unknowns (positively or negatively) in the coming weeks. Each of these storylines has the potential [...]

Though we are still in the midst of the COVID-19 pandemic, financial markets are now in a much different place than they were just three months ago. After one of the sharpest declines in U.S. stock market history, the S&P 500 rallied in the second quarter. As states began to reopen [...]

We know that COVID-19 has taken an unprecedented toll on the economy and has investors asking “what now?” Thankfully, Michael Little was featured on Gross Mendelsohn’s latest episode of What Now to talk through some of the biggest questions investors have. Michael talks through the short and long term impact on the economy[...]

Our government, local leaders, businesses, and Americans across the country now face a very difficult pandemic paradox: the better we manage to contain the coronavirus pandemic, the greater the devastation to the economy. To date, choosing to save lives has been a top priority for most governors; however, rising resistance to the shutdowns and [...]

The start of a new year is often a time for reflection. When we take the time to look back on the happenings during the past 12 months, we are reminded of all that can change in a year. The start of 2019 looked fairly dismal with 3 main themes playing out in the market [...]

Happy Halloween! Today is the day when all things spooky and scary are embraced to the fullest. Haunted houses with surprises around each corner are considered “fun,” but the market doesn’t necessarily feel the same way when it is spooked or taken by surprise. So, what spooky surprises do we [...]